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Dedicated. Practical. Inquisitive.
Sukhi Dhaliwal is a Senior Wealth Advisor at ATB Wealth based out of Kelowna, BC and brings over 15 years of experience in financial services. As a Certified Financial Planner® (CFP), he is dedicated to helping clients create clear, actionable strategies that align with their goals and long-term financial security.
Empowering Financial Futures
Sukhi’s easy-going yet energetic approach makes complex financial strategies simple to understand. Focused on serving business professionals and high-net-worth individuals, Sukhi builds trusting partnerships based on listening, learning and collaboration. He is constantly investing in his own growth, regularly attending industry presentations and upgrading his credentials to better serve his clients. Fluent in Punjabi and Hindi, he is able to connect with a diverse range of clients in a more personal and meaningful way.
Inspired by Living
Outside of work, Sukhi enjoys tackling home projects, playing volleyball and volunteering in his community. Always up for an adventure, even something extreme like skydiving, he brings that same enthusiasm and positivity to every client interaction, always happy to help, connect and make a difference.
Sukhi Dhaliwal
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.